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Catamount Wealth Management’s Eaton ETN Stock Holding History

Catamount Wealth Management’s Portfolio ETN Stock Details ETN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-232
Closed -$12K – 135
2015
Q4 		$12K Hold
232
– – 0.01% 88
2015
Q3 		$12K Hold
232
– – 0.01% 91
2015
Q2 		$16K Buy
+232
New +$16.4K 0.01% 104

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Massachusetts Financial Services
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
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Northern Trust
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Bank of New York Mellon
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Catamount Wealth Management's ETN Position: Q1 2016 in Review

Catamount Wealth Management sold out of Eaton (ETN) in Q1 2016, closing a stake of 232 shares — an estimated $12K sold.

Catamount Wealth Management first reported a position in ETN in Q2 2015 and held it in 3 quarters. The position peaked at $16K in Q2 2015. 819 funds tracked by Wall St. Rank hold ETN as of Q1 2016.

  • Catamount Wealth Management reported no remaining Eaton position as of Q1 2016 after selling out during the quarter.
  • Catamount Wealth Management sold 232 Eaton shares in Q1 2016, an estimated $12K.
  • Catamount Wealth Management first reported a position in Eaton in Q2 2015 and held it in 3 quarters.
  • Catamount Wealth Management's Eaton position peaked at $16K in Q2 2015.
  • 819 funds tracked by Wall St. Rank held Eaton as of Q1 2016.

Based on Catamount Wealth Management's 13F filing for Q1 2016, filed 22 Jun 2016.